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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,033 | $54,355-65.0% | $82,744-77.0% | $68,486-72.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 72.6%+23.7pp | 67.9%+28.4pp |
| Annual return | -16.16% | -13.67%-2.5pp | 702.22%-718.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,288 | $2,219+3.1% | $3,008-23.9% | $2,597-11.9% |
| Participant deferral / active EE | $4,336 | $3,246+33.6% | $4,395-1.3% | $4,028+7.7% |
| Admin fee / account holder | $769 | $4,397-82.5% | $5,325-85.6% | $5,404-85.8% |